AMERICAN CENTY ETF TR's ticker is AVDE and the CUSIP is 025072703. A total of 74 filers reported holding AMERICAN CENTY ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,030,755 | -2.5% | 54,461 | +0.6% | 0.64% | +0.8% |
| Q2 2023 | $3,107,923 | +1.2% | 54,145 | +0.6% | 0.64% | -3.2% |
| Q1 2023 | $3,070,553 | +10.4% | 53,841 | +3.0% | 0.66% | +3.5% |
| Q4 2022 | $2,780,986 | +22.6% | 52,284 | +5.1% | 0.63% | +1.9% |
| Q3 2022 | $2,269,000 | -5.2% | 49,728 | +5.9% | 0.62% | -3.4% |
| Q2 2022 | $2,394,000 | +65.7% | 46,973 | +96.2% | 0.64% | -2.0% |
| Q1 2022 | $1,445,000 | -35.7% | 23,947 | -32.4% | 0.66% | +3.8% |
| Q4 2021 | $2,247,000 | +136.8% | 35,450 | +133.5% | 0.63% | +98.4% |
| Q3 2021 | $949,000 | +22.9% | 15,179 | +24.0% | 0.32% | +13.9% |
| Q2 2021 | $772,000 | +5.9% | 12,237 | +1.5% | 0.28% | -11.1% |
| Q1 2021 | $729,000 | +7.8% | 12,053 | +2.0% | 0.32% | +3.3% |
| Q4 2020 | $676,000 | +85.2% | 11,818 | +59.5% | 0.30% | +61.4% |
| Q3 2020 | $365,000 | +73.8% | 7,409 | +64.2% | 0.19% | +62.9% |
| Q2 2020 | $210,000 | +183.8% | 4,513 | +142.6% | 0.12% | +141.7% |
| Q1 2020 | $74,000 | +270.0% | 1,860 | +390.8% | 0.05% | +380.0% |
| Q4 2019 | $20,000 | – | 379 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Waypoint Wealth Partners Inc. | 936,361 | $58,513,000 | 21.90% |
| Versant Capital Management, Inc | 577,047 | $36,060,000 | 12.74% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 695,549 | $43,465,000 | 10.08% |
| WIPFLI FINANCIAL ADVISORS LLC, | 993,177 | $62,063,637,000 | 7.91% |
| PrairieView Partners, LLC | 623,111 | $38,938,000 | 5.81% |
| Adero Partners, LLC | 400,732 | $25,042,000 | 4.52% |
| RVW Wealth, LLC | 408,219 | $26,000,000 | 3.12% |
| Plancorp, LLC | 626,653 | $39,160,000 | 2.71% |
| MAGNOLIA CAPITAL ADVISORS LLC | 92,521 | $5,782,000 | 2.02% |
| OneDigital Investment Advisors LLC | 774,678 | $48,410,000 | 1.92% |